VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,467,259 | -7.0% | 6,241 | -3.1% | 0.13% | -1.5% |
| Q2 2023 | $1,576,886 | -9.9% | 6,441 | -12.3% | 0.13% | -18.2% |
| Q1 2023 | $1,750,535 | -8.0% | 7,341 | -4.3% | 0.16% | -14.1% |
| Q4 2022 | $1,902,792 | +28.7% | 7,671 | +16.0% | 0.18% | +20.1% |
| Q3 2022 | $1,479,000 | -5.5% | 6,613 | -0.5% | 0.15% | -3.1% |
| Q2 2022 | $1,565,000 | -7.0% | 6,649 | +0.5% | 0.16% | +8.2% |
| Q1 2022 | $1,682,000 | -5.7% | 6,613 | -1.2% | 0.15% | -2.0% |
| Q4 2021 | $1,784,000 | +4.3% | 6,695 | -3.3% | 0.15% | -5.1% |
| Q3 2021 | $1,710,000 | 0.0% | 6,920 | 0.0% | 0.16% | -3.1% |
| Q2 2021 | $1,710,000 | +2.1% | 6,920 | -5.5% | 0.16% | -2.4% |
| Q1 2021 | $1,675,000 | – | 7,320 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |